Holdings in UPST
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$6,549,398 |
149,769 |
+3.9%
|
Shares |
Sole |
2026-02-13 |
| 2025-12-31 |
$6,301,493 |
144,100 |
+92.4%
|
Shares |
Sole |
2026-02-13 |
| 2025-12-31 |
$3,275,377 |
74,900 |
+21.8%
|
Shares |
Sole |
2026-02-13 |
| 2025-09-30 |
$3,124,555 |
61,507 |
-56.7%
|
Shares |
Sole |
2025-11-14 |
| 2025-09-30 |
$7,208,520 |
141,900 |
+10.1%
|
Shares |
Sole |
2025-11-14 |
| 2025-09-30 |
$6,548,120 |
128,900 |
+5.1%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$7,936,236 |
122,700 |
-36.5%
|
Shares |
Sole |
2025-08-13 |
| 2025-06-30 |
$12,496,176 |
193,200 |
+1043.2%
|
Shares |
Sole |
2025-08-13 |
| 2025-03-31 |
$777,907 |
16,900 |
-72.0%
|
Shares |
Sole |
2025-05-14 |
| 2025-03-31 |
$2,780,212 |
60,400 |
+48.5%
|
Shares |
Sole |
2025-05-14 |
| 2025-03-31 |
$1,872,776 |
40,686 |
+36.1%
|
Shares |
Sole |
2025-05-14 |
| 2024-12-31 |
$1,840,943 |
29,900 |
-59.0%
|
Shares |
Sole |
2025-02-13 |
| 2024-12-31 |
$4,494,610 |
73,000 |
+106.7%
|
Shares |
Sole |
2025-02-13 |
| 2024-12-31 |
$2,174,898 |
35,324 |
-53.5%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$3,036,759 |
75,900 |
-36.9%
|
Shares |
Sole |
2024-11-14 |
| 2024-09-30 |
$4,813,203 |
120,300 |
+31.4%
|
Shares |
Sole |
2024-11-14 |
| 2024-09-30 |
$3,663,995 |
91,577 |
+46.5%
|
Shares |
Sole |
2024-11-14 |
| 2024-06-30 |
$1,474,375 |
62,500 |
-58.6%
|
Shares |
Sole |
2024-08-14 |
| 2024-06-30 |
$3,559,731 |
150,900 |
+1485.6%
|
Shares |
Sole |
2024-08-14 |
| 2024-03-31 |
$255,912 |
9,517 |
-93.7%
|
Shares |
Sole |
2024-05-15 |
| 2024-03-31 |
$4,057,701 |
150,900 |
-27.6%
|
Shares |
Sole |
2024-05-15 |
| 2024-03-31 |
$5,606,565 |
208,500 |
+359.3%
|
Shares |
Sole |
2024-05-15 |
| 2023-12-31 |
$1,855,044 |
45,400 |
-65.4%
|
Shares |
Sole |
2024-02-14 |
| 2023-12-31 |
$5,364,918 |
131,300 |
+412.1%
|
Shares |
Sole |
2024-02-14 |
| 2023-12-31 |
$1,047,691 |
25,641 |
-82.2%
|
Shares |
Sole |
2024-02-14 |
| 2023-09-30 |
$4,112,614 |
144,100 |
+40.3%
|
Shares |
Sole |
2023-11-21 |
| 2023-09-30 |
$2,931,058 |
102,700 |
+121.9%
|
Shares |
Sole |
2023-11-21 |
| 2023-09-30 |
$1,321,173 |
46,292 |
-19.2%
|
Shares |
Sole |
2023-11-21 |
| 2023-06-30 |
$2,051,913 |
57,300 |
-31.0%
|
Shares |
Sole |
2023-08-14 |
| 2023-06-30 |
$2,972,230 |
83,000 |
+1021.6%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$117,586 |
7,400 |
+39.6%
|
Shares |
Sole |
2023-05-15 |
| 2023-03-31 |
$84,217 |
5,300 |
-55.5%
|
Shares |
Sole |
2023-05-15 |
| 2022-09-30 |
$247,401 |
11,900 |
+105.2%
|
Shares |
Sole |
2022-11-14 |
| 2022-09-30 |
$120,582 |
5,800 |
+55.3%
|
Shares |
Sole |
2022-11-14 |
| 2021-09-30 |
$1,181,903 |
3,735 |
—
|
Shares |
Sole |
2021-11-15 |
